Agenda for our Financial Review:
We are offering individual and couples financial reviews
Breakdown of superannuation scheme, including pension, lump sum, ill-health and death in service entitlements
How to utilise non-pensionable overtime and allowances to enhance your tax free lump-sum/pension
Additional Voluntary Contributions: How the tax relief works, what they cost and how you can drawdown at retirement
Other areas including: Salary Protection, Investments, Family Protection
How to utilise non-pensionable overtime and allowances to enhance your tax free lump-sum/pension
Additional Voluntary Contributions: How the tax relief works, what they cost and how you can drawdown at retirement
Other areas including: Salary Protection, Investments, Family Protection
If you are interested in having a review please register now
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Alternatively, you can contact our Financial Advisor Rebecca Cox below: Email: rebecca.cox@ipf.ie Phone: 087 4652983 |
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